Strategy Inc
MSTR- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 852 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Strategy Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 662
- +73 vs. Q2 2024
- Shares held
- 95.0M
- +13.3M (+16.3%) vs. Q2 2024Converted for a 10-for-1 split
- Total value
- $16.0B
- +$4.75B (+42.2%) vs. Q2 2024
- New holders
- 137
- 275 more added
- Sold out
- 64
- 137 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 852 | $18.2B |
| Q1 2026 | 946 | $24.7B |
| Q4 2025 | 982 | $26.6B |
| Q3 2025 | 1,087 | $45.1B |
| Q2 2025 | 1,161 | $55.5B |
| Q1 2025 | 1,013 | $36.2B |
| Q4 2024 | 993 | $31.1B |
| Q3 2024 | 662 | $16.0B |
| Q2 2024 | 592 | $12.5B |
| Q1 2024 | 530 | $16.4B |
| Q4 2023 | 370 | $5.14B |
| Q3 2023 | 295 | $2.29B |
| Q2 2023 | 271 | $2.39B |
| Q1 2023 | 252 | $1.92B |
| Q4 2022 | 212 | $812.8M |
| Q3 2022 | 231 | $1.25B |
| Q2 2022 | 238 | $1.05B |
| Q1 2022 | 268 | $3.00B |
| Q4 2021 | 290 | $3.26B |
| Q3 2021 | 287 | $3.30B |
| Q2 2021 | 270 | $4.24B |
| Q1 2021 | 287 | $3.86B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 17,528,145 | $2.96B | 0.57% | +272,895+1.6% | AddedConverted for a 10-for-1 split |
| Vanguard Group Inc | 17,452,753 | $2.94B | 0.05% | +1,951,233+12.6% | AddedConverted for a 10-for-1 split |
| Morgan Stanley | 9,595,008 | $1.62B | 0.12% | +1,773,898+22.7% | AddedConverted for a 10-for-1 split |
| BlackRock, Inc. | 9,477,584 | $1.60B | 0.03% | +9,477,584 | New |
| State Street Corp | 3,322,631 | $560.2M | 0.02% | +217,701+7.0% | AddedConverted for a 10-for-1 split |
| Geode Capital Management, LLC | 2,766,283 | $465.6M | 0.04% | +229,903+9.1% | AddedConverted for a 10-for-1 split |
| Susquehanna International Group, LLP | 2,754,659 | $464.4M | 0.79% | −1,026,701−27.2% | ReducedConverted for a 10-for-1 split |
| Marex Group plc | 1,543,827 | $260.3M | 5.94% | +1,518,007+5,879.2% | AddedConverted for a 10-for-1 split |
| Norges Bank | 1,494,930 | $252.0M | 0.04% | −83,970−5.3% | ReducedConverted for a 10-for-1 split |
| Clear Street Derivatives LLC | 1,307,134 | $220.4M | 3.79% | +1,307,134 | New |
| Jane Street Group, LLC | 1,055,191 | $177.9M | 0.29% | −1,961,569−65.0% | ReducedConverted for a 10-for-1 split |
| Northern Trust Corp | 865,188 | $145.9M | 0.02% | −549,812−38.9% | ReducedConverted for a 10-for-1 split |
| Goldman Sachs Group Inc | 833,006 | $140.4M | 0.03% | −534,894−39.1% | ReducedConverted for a 10-for-1 split |
| Bank of America Corp | 794,455 | $133.9M | 0.01% | +513,025+182.3% | AddedConverted for a 10-for-1 split |
| Capital World Investors | 717,371 | $120.9M | 0.02% | +7,171+1.0% | AddedConverted for a 10-for-1 split |
| Legal & General Group Plc | 678,099 | $114.3M | 0.03% | +352,829+108.5% | AddedConverted for a 10-for-1 split |
| Charles Schwab Investment Management Inc | 664,261 | $112.0M | 0.02% | −302,069−31.3% | ReducedConverted for a 10-for-1 split |
| JPMorgan Chase & Co | 660,693 | $111.4M | 0.01% | +73,573+12.5% | AddedConverted for a 10-for-1 split |
| IMC-Chicago, LLC | 652,603 | $110.0M | 3.18% | −117,837−15.3% | ReducedConverted for a 10-for-1 split |
| UBS Asset Management Americas Inc | 639,707 | $107.9M | 0.03% | +42,577+7.1% | AddedConverted for a 10-for-1 split |
| Bank of New York Mellon Corp | 584,461 | $98.5M | 0.02% | +21,891+3.9% | AddedConverted for a 10-for-1 split |
| LPL Financial LLC | 528,132 | $89.0M | 0.04% | +32,542+6.6% | AddedConverted for a 10-for-1 split |
| HSBC Holdings PLC | 471,595 | $80.0M | 0.05% | +377,225+399.7% | AddedConverted for a 10-for-1 split |
| Swiss National Bank | 468,200 | $78.9M | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| FMR LLC | 453,267 | $76.4M | 0.00% | +102,627+29.3% | AddedConverted for a 10-for-1 split |
| Toroso Investments, LLC | 443,726 | $74.8M | 0.83% | +163,716+58.5% | AddedConverted for a 10-for-1 split |
| UBS Group AG | 432,620 | $72.9M | 0.02% | +48,990+12.8% | AddedConverted for a 10-for-1 split |
| Nuveen Asset Management, LLC | 399,480 | $67.4M | 0.02% | +107,940+37.0% | AddedConverted for a 10-for-1 split |
| Citigroup Inc | 361,276 | $60.9M | 0.06% | −4,864−1.3% | ReducedConverted for a 10-for-1 split |
| Invesco Ltd. | 358,178 | $60.4M | 0.01% | −56,502−13.6% | ReducedConverted for a 10-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 343,164 | $57.9M | 0.04% | +51,594+17.7% | AddedConverted for a 10-for-1 split |
| Natixis | 322,608 | $54.4M | 0.33% | +57,668+21.8% | AddedConverted for a 10-for-1 split |
| Deutsche Bank AG | 289,375 | $48.8M | 0.02% | +41,185+16.6% | AddedConverted for a 10-for-1 split |
| SG Americas Securities, LLC | 276,003 | $46.5M | 0.18% | +143,823+108.8% | AddedConverted for a 10-for-1 split |
| California Public Employees Retirement System | 274,879 | $46.3M | 0.03% | −1,551−0.6% | ReducedConverted for a 10-for-1 split |
| BNP Paribas Arbitrage, SA | 269,221 | $45.4M | 0.04% | +220,541+453.0% | AddedConverted for a 10-for-1 split |
| Wells Fargo & Company | 264,580 | $44.6M | 0.01% | +28,470+12.1% | AddedConverted for a 10-for-1 split |
| California State Teachers Retirement System | 253,594 | $42.8M | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Shaolin Capital Management LLC | 247,500 | $41.7M | 1.81% | +244,030+7,032.6% | AddedConverted for a 10-for-1 split |
| National Pension Service | 245,000 | $41.3M | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Neuberger Berman Group LLC | 227,233 | $38.3M | 0.03% | +145,933+179.5% | AddedConverted for a 10-for-1 split |
| Commonwealth Equity Services, LLC | 225,531 | $38.0M | 0.06% | −17,679−7.3% | ReducedConverted for a 10-for-1 split |
| Price T Rowe Associates Inc | 224,969 | $37.9M | 0.00% | −59,211−20.8% | ReducedConverted for a 10-for-1 split |
| Virtu Financial LLC | 224,245 | $37.8M | 2.08% | +202,885+949.8% | AddedConverted for a 10-for-1 split |
| Citadel Advisors LLC | 224,231 | $37.8M | 0.04% | −975,089−81.3% | ReducedConverted for a 10-for-1 split |
| Yong Rong (HK) Asset Management Ltd | 210,900 | $35.6M | 10.39% | +210,900 | New |
| Quantitative Investment Management, LLC | 199,566 | $33.6M | 3.31% | +194,226+3,637.2% | AddedConverted for a 10-for-1 split |
| Van Eck Associates Corp | 154,548 | $33.1M | 0.04% | +21,928+16.5% | AddedConverted for a 10-for-1 split |
| Stifel Financial Corp | 193,840 | $32.7M | 0.03% | +35,760+22.6% | AddedConverted for a 10-for-1 split |
| Horizon Kinetics Asset Management LLC | 192,905 | $32.5M | 0.49% | +4,545+2.4% | AddedConverted for a 10-for-1 split |
| Barclays PLC | 191,938 | $32.4M | 0.01% | +34,628+22.0% | AddedConverted for a 10-for-1 split |
| Renaissance Technologies LLC | 189,876 | $32.0M | 0.05% | +189,876 | New |
| Rhumbline Advisers | 186,419 | $31.4M | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CloudAlpha Capital Management Limited/Hong Kong | 181,103 | $30.5M | 4.26% | +181,103 | New |
| Amundi | 157,189 | $30.2M | 0.01% | +70,429+81.2% | AddedConverted for a 10-for-1 split |
| Strong Tower Advisory Services | 160,668 | $27.1M | 7.55% | +13,268+9.0% | AddedConverted for a 10-for-1 split |
| State Board of Administration of Florida Retirement System | 155,880 | $26.3M | 0.05% | +9,640+6.6% | AddedConverted for a 10-for-1 split |
| Capital Fund Management S.A. | 155,856 | $26.3M | 0.29% | +155,856 | New |
| Tudor Investment Corp Et Al | 150,782 | $25.4M | 0.28% | +120,342+395.3% | AddedConverted for a 10-for-1 split |
| Capital Research Global Investors | 145,470 | $24.5M | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Advisor Group Holdings, Inc. | 141,922 | $23.9M | 0.05% | −49,838−26.0% | ReducedConverted for a 10-for-1 split |
| EULAV Asset Management | 138,000 | $23.3M | 0.57% | +9,000+7.0% | AddedConverted for a 10-for-1 split |
| Stevens Capital Management LP | 130,793 | $22.1M | 3.14% | +130,793 | New |
| Millennium Management LLC | 128,341 | $21.6M | 0.02% | −751,099−85.4% | ReducedConverted for a 10-for-1 split |
| Foundations Investment Advisors, LLC | 120,970 | $20.4M | 0.43% | +1,810+1.5% | AddedConverted for a 10-for-1 split |
| Cetera Investment Advisers | 119,065 | $20.1M | 0.04% | +56,505+90.3% | AddedConverted for a 10-for-1 split |
| Two Sigma Investments, LP | 118,504 | $20.0M | 0.05% | +118,504 | New |
| Shariaportfolio, Inc. | 116,873 | $19.7M | 10.48% | +21,173+22.1% | AddedConverted for a 10-for-1 split |
| First Trust Advisors LP | 114,057 | $19.2M | 0.02% | +7,157+6.7% | AddedConverted for a 10-for-1 split |
| Exchange Traded Concepts, LLC | 113,601 | $19.2M | 0.45% | +12,131+12.0% | AddedConverted for a 10-for-1 split |
| Cambridge Investment Research Advisors, Inc. | 109,561 | $18.5M | 0.06% | +2,911+2.7% | AddedConverted for a 10-for-1 split |
| TB Alternative Assets Ltd. | 106,935 | $18.0M | 4.28% | +65,585+158.6% | AddedConverted for a 10-for-1 split |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103,220 | $17.4M | 0.02% | +7,530+7.9% | AddedConverted for a 10-for-1 split |
| Jump Financial, LLC | 103,081 | $17.4M | 0.36% | +71,191+223.2% | AddedConverted for a 10-for-1 split |
| Royal Bank of Canada | 103,033 | $17.4M | 0.00% | +14,603+16.5% | AddedConverted for a 10-for-1 split |
| HRT Financial LP | 101,168 | $17.1M | 0.08% | −310,262−75.4% | ReducedConverted for a 10-for-1 split |
| Nomura Holdings Inc | 93,847 | $15.8M | 0.12% | +33,537+55.6% | AddedConverted for a 10-for-1 split |
| Compass Ion Advisors, LLC | 91,385 | $15.4M | 1.89% | 00.0% | UnchangedConverted for a 10-for-1 split |
| State of Wisconsin Investment Board | 89,058 | $15.0M | 0.04% | +5,578+6.7% | AddedConverted for a 10-for-1 split |
| New York State Common Retirement Fund | 86,850 | $14.6M | 0.02% | −6,680−7.1% | ReducedConverted for a 10-for-1 split |
| Storebrand Asset Management AS | 85,264 | $14.4M | 0.05% | +30,184+54.8% | AddedConverted for a 10-for-1 split |
| CTC LLC | 80,916 | $13.6M | 0.62% | −15,914−16.4% | ReducedConverted for a 10-for-1 split |
| Creative Planning | 89,784 | $13.6M | 0.01% | +23,384+35.2% | AddedConverted for a 10-for-1 split |
| Healthcare of Ontario Pension Plan Trust Fund | 80,000 | $13.5M | 0.03% | +80,000 | New |
| PEAK6 Investments LLC | 77,163 | $13.0M | 0.65% | +77,153+771,530.0% | AddedConverted for a 10-for-1 split |
| Accuvest Global Advisors | 76,309 | $12.9M | 11.06% | +76,309 | New |
| Y-Intercept (Hong Kong) Ltd | 74,380 | $12.5M | 0.77% | −11,400−13.3% | ReducedConverted for a 10-for-1 split |
| Marathon Trading Investment Management LLC | 74,070 | $12.5M | 5.82% | +73,700+19,918.9% | AddedConverted for a 10-for-1 split |
| Kapstone Financial Advisors LLC | 70,291 | $12.4M | 7.51% | −1,009−1.4% | ReducedConverted for a 10-for-1 split |
| Hudson Bay Capital Management LP | 72,220 | $12.2M | 0.08% | +54,160+299.9% | AddedConverted for a 10-for-1 split |
| Wolverine Asset Management LLC | 71,814 | $12.1M | 0.22% | +71,814 | New |
| Balyasny Asset Management LLC | 71,613 | $12.1M | 0.03% | +60,553+547.5% | AddedConverted for a 10-for-1 split |
| Mitsubishi UFJ Trust & Banking Corp | 71,424 | $12.0M | 0.03% | +544+0.8% | AddedConverted for a 10-for-1 split |
| Treasurer of the State of North Carolina | 70,630 | $11.9M | 0.05% | +530+0.8% | AddedConverted for a 10-for-1 split |
| Alliancebernstein L.P. | 70,377 | $11.9M | 0.00% | −663−0.9% | ReducedConverted for a 10-for-1 split |
| CI Private Wealth, LLC | 69,044 | $11.6M | 0.02% | +31,694+84.9% | AddedConverted for a 10-for-1 split |
| Acorn Financial Advisory Services Inc | 68,302 | $11.5M | 2.04% | +12,162+21.7% | AddedConverted for a 10-for-1 split |
| Raymond James & Associates | 66,848 | $11.3M | 0.01% | +488+0.7% | AddedConverted for a 10-for-1 split |
| Great West Life Assurance Co | 66,216 | $11.2M | 0.02% | +8,336+14.4% | AddedConverted for a 10-for-1 split |
| Berkshire Capital Holdings Inc | 66,140 | $11.2M | 4.73% | +66,040+66,040.0% | AddedConverted for a 10-for-1 split |